Civic Intelligence

State Universities Annuitants Association Illinois

990 • Fiscal year 2022 • EIN 37-1073326

Jan 01, 2022 to Dec 31, 2022 • Filed on Jan 03, 2024

217 E Monroe Ste 100Springfield, IL 62701

(217) 523-4040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Net Margin

51st percentile

7.7%

Higher net margin than 51% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$131,484

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Asset Growth

73rd percentile

9.7%

Faster asset growth than 73% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-4.1%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$507,332

Up $44,893 (+9.7%) from 2021

Net Assets

Up

$506,319

Up $44,651 (+9.7%) from 2021

Liabilities

Up

$1,013

Up $242 (+31%) from 2021

Revenue

Down

$602,384

Down $25,570 (-4.1%) from 2021

Expenses

Down

$556,030

Down $5,005 (-0.9%) from 2021

Net Income

Down

$46,354

Down $20,565 (-31%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $201,025Liabilities 2010: $84,359Net Assets 2010: $116,6662010Assets 2011: $182,396Liabilities 2011: $88,256Net Assets 2011: $94,1402011Assets 2012: $123,446Liabilities 2012: $105,257Net Assets 2012: $18,1892012Assets 2013: $197,009Liabilities 2013: $104,931Net Assets 2013: $92,0782013Assets 2014: $159,984Liabilities 2014: $122,514Net Assets 2014: $37,4702014Assets 2015: $182,791Liabilities 2015: $104,382Net Assets 2015: $78,4092015Assets 2016: $225,165Liabilities 2016: $115,897Net Assets 2016: $109,2682016Assets 2017: $234,122Liabilities 2017: $99,070Net Assets 2017: $135,0522017Assets 2018: $270,420Liabilities 2018: $7,261Net Assets 2018: $263,1592018Assets 2019: $285,005Liabilities 2019: $15,921Net Assets 2019: $269,0842019Assets 2020: $396,565Liabilities 2020: $1,816Net Assets 2020: $394,7492020Assets 2021: $462,439Liabilities 2021: $771Net Assets 2021: $461,6682021Assets 2022: $507,332Liabilities 2022: $1,013Net Assets 2022: $506,3192022Assets 2023: $468,838Liabilities 2023: $106Net Assets 2023: $468,7322023

Highlighted filing

2022

Assets$507,332
Liabilities$1,013
Net Assets$506,319

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $434,0372010Expenses 2011: $459,1262011Expenses 2012: $623,7762012Revenue 2013: $603,601Expenses 2013: $529,712Net Income 2013: $73,8892013Revenue 2014: $943,052Expenses 2014: $997,660Net Income 2014: -$54,6082014Revenue 2015: $808,694Expenses 2015: $767,755Net Income 2015: $40,9392015Revenue 2016: $625,817Expenses 2016: $594,958Net Income 2016: $30,8592016Revenue 2017: $609,673Expenses 2017: $587,650Net Income 2017: $22,0232017Revenue 2018: $600,476Expenses 2018: $560,152Net Income 2018: $40,3242018Revenue 2019: $579,437Expenses 2019: $572,587Net Income 2019: $6,8502019Revenue 2020: $636,301Expenses 2020: $510,636Net Income 2020: $125,6652020Revenue 2021: $627,954Expenses 2021: $561,035Net Income 2021: $66,9192021Revenue 2022: $602,384Expenses 2022: $556,030Net Income 2022: $46,3542022Revenue 2023: $558,396Expenses 2023: $597,640Net Income 2023: -$39,2442023

Highlighted filing

2022

Revenue$602,384
Expenses$556,030
Net Income$46,354
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 3, 2024
Return Version
2022v5.0
Gross Receipts
$602,384
Mission and Program Overview

Mission

State universities annuitants association (suaa), composed of 15,000+ members, is a voluntary member association of annuitants and active employees of the state universities retirement system of illinois (surs). Suaa advocates a strong and secure public employee pension and health benefit system with continuous tracking of benefit issues and state funding levels for the 135,000 participants of the surs pension system and the state employee health insurance plan. Suaa works with its members and government officials to enhance benefits for all annuitants and to ensure appropriate funding for those programs. Suaa publishes a monthly newletter and conducts an annual meeting for its members. Suaa chapters are on every public university and community college campus in illinois.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$377,744$413,381▲ $35,637
Savings and Temporary Cash Investments$78,523$77,330▼ $1,193
Land, Buildings, and Equipment, Net$4,207$14,656▲ $10,449
Total Assets$462,439$507,332▲ $44,893
Other Assets Total$1,965$1,965→ $0
Liabilities
Deferred Revenue$771$1,013▲ $242
Total Liabilities$771$1,013▲ $242
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$393,691$438,342▲ $44,651
Net Assets With Donor Restrictions$67,977$67,977→ $0
Total Net Assets Fund Balance$461,668$506,319▲ $44,651
Total Liabilities and Net Assets / Fund Balance$462,439$507,332▲ $44,893

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,656$55,606$70,262
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda BrookhartExecutive DiFT$131,484$131,484

Board Members and Trustees

NameTitle
Steve CunninghamPresident
Barb DallingerRegional Director
Cathy CarruthersRegional Director
Linda GuinnRegional Director
Mary JeansRegional Director
Randy DunnRegional Director
Thomas RowanRegional Director
Betty ZeedykSecretary
Larry KlocTreasurer
Cris MillkenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$20,635
Program Service Revenue
$579,425
Investment Income
$1,360
Other Revenue
$964
All Other Contributions
$20,635
Change in Net Assets
$46,354

Audited Revenue Reconciliation

Revenue per Audited Statements
$602,384
Revenue Not Reported on Form 990
$-1,703
Total Revenue per Audited Statements
$600,681
Total Revenue per Form 990
$602,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$338,669
Other Expenses$217,361
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$239,717$65,914-$305,631
Fees for Services Management$58,225--$58,225
Occupancy$32,297$5,024-$37,321
Office Expenses$22,667$5,057-$27,724
Travel$19,513$4,834-$24,347
Payroll Taxes$18,841$5,128-$23,969
Fees for Services Other$10,271--$10,271
Pension Plan Contributions$7,122$1,947-$9,069
Fees for Services Accounting-$6,994-$6,994
Depreciation Depletion$3,926$954-$4,880
Insurance$3,428$998-$4,426
Other Expenses$3,638$1,105-$3,638
All Other Expenses$2,608$706-$3,314
Fees for Services Legal$624--$624
Total Functional Expenses$451,194$104,836$0$556,030

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$556,030
Total Expenses per Audited Statements$556,030
Total Expenses per Form 990$556,030
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The board of directors is elected by the membership.

Form 990, Page 6, Part VI, Line 7B

Decisions by the board of directors is subject to approval of the members.

Form 990, Page 6, Part VI, Line 11B

The form 990 is available for review before it is filed.

Form 990, Page 6, Part VI, Line 12C

The board of directors is required to sign a conflict of interest statement annually.

Form 990, Page 6, Part VI, Line 15A

The board of directors annually determines the compensation of the executive director after reviewing comparable data.

Form 990, Page 6, Part VI, Line 15B

The board of directors annually determines the compensation of other officers after reviewing comparable data.

Form 990, Page 6, Part VI, Line 19

The governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
State Universities Annuitants
EIN
37-1073326
Phone
2175234040
Address
217 E MONROE STE 100, SPRINGFIELD, IL 62701

Signing Officer

Name
Steve Cunningham
Title
President
Phone
2175234040
Signed
2024-01-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Brookhart
Formed
1972
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
5
Volunteers
50

Preparer

Firm
Estes Bridgewater & Ogden
Address
901 S 2ND ST STE 300, SPRINGFIELD, IL 62704
Preparer
Terri L Phelps
Phone
2175288473
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

State universities annuitants association (suaa), composed of 15,000+ members, is a voluntary member association of annuitants and active employees of the state universities retirement system of illinois (surs). Suaa advocates a strong and secure public employee pension and health benefit system with continuous tracking of benefit issues and state funding levels for the 135,000 participants of the surs pension system and the state employee health insurance plan. Suaa works with its members and government officials to enhance benefits for all annuitants and to ensure appropriate funding for those programs. Suaa publishes a monthly newletter and conducts an annual meeting for its members. Suaa chapters are on every public university and community college campus in illinois.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STATE UNIVERSITIES ANNUITANTS ASSOCIATION (SUAA), COMPOSED OF 15,000+ MEMBERS, IS A VOLUNTARY MEMBER ASSOCIATION OF ANNUITANTS AND ACTIVE EMPLOYEES OF THE STATE UNIVERSITIES RETIREMENT SYSTEM OF ILLINOIS (SURS). SUAA ADVOCATES A STRONG AND SECURE PUBLIC EMPLOYEE PENSION AND HEALTH BENEFIT SYSTEM WITH CONTINUOUS TRACKING OF BENEFIT ISSUES AND STATE FUNDING LEVELS FOR THE 135,000 PARTICIPANTS OF THE SURS PENSION SYSTEM AND THE STATE EMPLOYEE HEALTH INSURANCE PLAN. SUAA WORKS WITH ITS MEMBERS AND GOVERNMENT OFFICIALS TO ENHANCE BENEFITS FOR ALL ANNUITANTS AND TO ENSURE APPROPRIATE FUNDING FOR THOSE PROGRAMS. SUAA PUBLISHES A MONTHLY NEWLETTER AND CONDUCTS AN ANNUAL MEETING FOR ITS MEMBERS. SUAA CHAPTERS ARE ON EVERY PUBLIC UNIVERSITY AND COMMUNITY COLLEGE CAMPUS IN ILLINOIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS BY THE BOARD OF DIRECTORS IS SUBJECT TO APPROVAL OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS AVAILABLE FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS ANNUALLY DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AFTER REVIEWING COMPARABLE DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS ANNUALLY DETERMINES THE COMPENSATION OF OTHER OFFICERS AFTER REVIEWING COMPARABLE DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02175234040
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-03
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ESTES BRIDGEWATER & OGDEN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062704
ReturnHeader/PreparerPersonGrp/PhoneNum02175288473
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRI L PHELPS
ReturnHeader/ReturnTs02024-02-08T14:51:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CUNNINGHAM
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$5.58$5.98$0.39
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.01$5.06$6.02$5.56$0.46
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.01$4.62$6.28$5.61$0.67
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.02$3.95$6.36$5.11$1.26
2019Detailed filing. Detailed filing data is available for this year.$2.85$0.16$2.69$5.79$5.73$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.70$0.07$2.63$6.00$5.60$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.99$1.35$6.10$5.88$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.25$1.16$1.09$6.26$5.95$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.83$1.04$0.78$8.09$7.68$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.60$1.23$0.37$9.43$9.98$0.55
2013Detailed filing. Detailed filing data is available for this year.$1.97$1.05$0.92$6.04$5.30$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$1.05$0.18$6.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.88$0.94$4.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.84$1.17$4.34